Asia Ceramics Share Discussion Threads

[hazl] 09/2/2024 19:19

'Potential benefits of early access

Clinical: Evidence suggests that the Genedrive MT‑RNR1 ID Kit quickly and accurately identifies babies with the MT‑RNR1 m.1555A>G variant, who may be at risk of hearing loss if given aminoglycoside antibiotics. This will allow equally effective alternative antibiotics to be used instead.

Unmet need: There is currently no test available in the NHS that gives results quickly enough to inform decisions on acute antibiotic prescribing.

Resources: The long-term savings to the NHS associated with hearing loss and fitting cochlear implants could be substantial.'

NICE
It goes on to Managing the risks of early access.

These are rather strict in my opinion.

[hazl] 07/2/2024 18:38

Strengths

The company is in a robust financial situation considering its net cash and margin position.
The company has attractive valuation levels with a low EV/sales ratio compared with its peers.
For the last 4 months, the company has been enjoying highly positive EPS revisions, which were frequently and significantly raised.
The average target price set by analysts covering the stock is above current prices and offers a tremendous appreciation potential.

Weaknesses

As a percentage of sales and without taking into account depreciation and amortization, the company has relatively low margins.
For the last twelve months, the trend in sales revisions has been clearly going down, which emphasizes downgraded expectations from the analysts.
For the past year, analysts have significantly revised downwards their profit estimates.
Over the past twelve months, analysts' consensus has been significantly revised downwards.

Ratings chart - Surper

[hazl] 02/2/2024 11:53

Now this is bang upto date and something I hadn't realised.
There has been a change and young people do have visiting a store their first preference.


'In recent years, the retail commerce landscape has undergone a significant transformation. With the rising influence of the Gen Z and Millennial generations shaping the future customer base for all brands, it’s crucial for businesses to evolve their omnichannel strategies to effectively capture and maintain the attention of these demographics. Adapting to the changing dynamics is not just a necessity; it’s a strategic imperative for long-term success in engaging the evolving consumer preferences of these influential generations.'

'We understand the importance of catering to Gen Z in the omnichannel journey. We've witnessed numerous retailers turning to us for solutions like 'buy online, pick-up in-store' (BOPIS) and have benefited from our agnostic payment partner approach. Retailers are keen to meet Gen Z consumers on whatever channel they need and convert them with the payment methods they prefer.

Bricks-and-Mortar Still Matter

The 2023 Drapers report on Gen Z and Millennials —which was created in partnership with BigCommerce and looked at data from a survey of more than 2,000 adults—revealed shifts towards mobile-centric omnicommerce, preferences in physical stores, and values regarding sustainability, data privacy, the metaverse, and the cost of living crisis.

Graeme opened the discussion by highlighting “One of the more surprising things to come out of the report is that, when asked how they prefer to shop for fashion, more than half (53%) of Gen Z and Millennials chose physical bricks-and-mortar stores as their number one shopping channel—a significant increase from 39% in 2022”. Gen Z in particular favoured in-store shopping for the first time in four years.'

[hazl] 31/1/2024 21:27

US Energy transistion held back by lack of regulatory
environment.

[hazl] 31/1/2024 19:50

Includes 2024 outlook .commodities subdued still china slow down high interest rates subdue demand.

apparently.

[hazl] 30/1/2024 20:18

It’s clear that a combination of customer pressure and increasingly comprehensive regulations – including shipping facing a price on carbon as it enters the European Union’s Emissions Trading System (EU ETS) in 2024 – will drive the RoPax market to decarbonise.

Paying a high cost on carbon or receiving an inferior rating in the International Maritime Organisation’s Carbon Intensity Indicator (IMO CII) rankings is sure to impact earning capacity, reputation and, by default, asset values – posing a balance sheet risk.
Taking care of the low-hanging fruit

While it’s true that, to date, the IMO has focused many of its greenhouse gas regulations on the bigger ships in the commercial fleet that makeup 85% of the industry’s carbon footprint, its attention will surely soon turn to the other 15% – including short-sea fixed route shipping. This 15% is ready for decarbonisation now using ultra-low and zero-emission technologies and may represent ‘low-hanging fruit’ or ‘quick wins’ for regulators.





Yet look at this


Update on Potential of Biofuels for Shipping
Page 154 of 205


No.: 7 Ship’s Operation (RoPAX – HVO)
Item Deviation Causes Consequences Matrix Severity
Likelihood
Risk Safeguards Recommendations
7.1 Use of
Biofuels
Human Error Injury Injury 2 B Low • Proper Training
Procedures
• PPEFire Asset 3 B Moderate
Loss of Life Injury 3 A Moderate
Down time Asset 2 B Low
Long Idle Period Down time Asset 2 B Low • Preservation Procedures
Degradation of Biofuel Asset 2 B Low
Low usage of the fuel Degradation of Biofuel Asset 2 B Low • Proper Procedures are
to be developed
Biofuel Spill Environmental Damage Environmental 3 B Moderate 9. Spill response - Clean up
- Equipment - Spill Net -
Requirements to be
studied and developed

file:///C:/Users/haze_/Downloads/Potential%20of%20Biofuels%20for%20Shipping_rev1_Sept23-1.pdf

[hazl] 30/1/2024 20:14

Downloads/Potential%20of%20Biofuels%20for%20Shipping_rev1_Sept23-1.pdf

[hazl] 30/1/2024 19:55

Downloads/Potential%20of%20Biofuels%20for%20Shipping_rev1_Sept23-1.pdf

[hazl] 26/1/2024 18:19

3. Increased focus on targeting Boomer shoppers

Boomers hold half the wealth in the US, and are not shy about spending it. What’s more, they’re becoming easier to reach thanks to their increased use of social media. According to Insider Intelligence, 53% of boomers will regularly use social media platforms in 2024.

As consumers over the age of 60 maintain more active lifestyles and continue to embrace the conveniences of technology, marketers must create content, campaigns and promotions that not only engage these consumers, but feature them prominently and include customized messaging.

[hazl] 26/1/2024 18:17

3. Increased focus on targeting Boomer shoppers

Boomers hold half the wealth in the US, and are not shy about spending it. What’s more, they’re becoming easier to reach thanks to their increased use of social media. According to Insider Intelligence, 53% of boomers will regularly use social media platforms in 2024.

As consumers over the age of 60 maintain more active lifestyles and continue to embrace the conveniences of technology, marketers must create content, campaigns and promotions that not only engage these consumers, but feature them prominently and include customized messaging.

Why BBSN is doing well probably with it's age group similarities